• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Premier Financial, Retirement, Insurance, and Investment Planning Services Firm Prescott, AZ

Have a question?
Local: (928) 778-1050
Clients
  • Facebook
  • Twitter
  • YouTube
  • Services
    • Planning
    • Insurance
    • Investments
  • Private Client Group
    • Invictus Overview
    • The Invictus Experience™
    • The Invictus Way™
    • Invictus Clientele
    • Invictus P.A.C.T.™
  • News & Articles
  • About Us
    • Our Founder
  • Contact

Values-Based Financial Planning

The Art of Creating an Inspiring Financial Strategy

WHAT’S IMPORTANT ABOUT MONEY TO YOU?

In the grand scheme of things, money’s not that important. It’s important only to the extent that it allows you to enjoy what’s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you —your core values— Values-Based Financial Planning is for you.

As practitioners of Values-Based Financial Planning we will help you build a financial strategy, starting with your own unique values — what is truly important to you. By defining these unique values, we can create a plan that not only looks good on paper but spurs you to follow through and achieve your goals.

Using Values-Based Financial Planning will help you realize what’s important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.

 

Get Your Copy Today

Complete the following form to request a complimentary1 copy of Values-Based Financial Planning.


Order Form


  • Note: By submitting this form you are agreeing to our Terms of Use and Privacy Policy.

1 We’ll reach out to you prior to shipping to make sure we’d be a good fit for each other. If so, we’ll ship your complimentary copy of Values-Based Financial Planning via USPS Priority Mail.

Granite Dells in Prescott AZ

Let’s work together

Experience a level of service you never thought possible! Take the first step towards living your ideal life today.

Get in Touch

Footer

Social

See what we're up to by following along on social media.

  • Facebook
  • Twitter
  • YouTube

Navigation

  • Home
  • Planning Services
  • Insurance
  • Investments
  • Resources
  • Invictus Private Clients
  • About Victory
  • Contact
  • LOG IN

Newsletter

Stay up to date by subscribing to our newsletter.

Victory Wealth Services is a trade name used by Victory Wealth Services, LLC. and Victory Insurance and Financial Services, LLC. We are an independent financial services firm helping individuals create financial strategies using a variety of investment, insurance products, and services to custom suit their needs and objectives.

 

Securities and investment advisory services are offered through Victory Wealth Services, LLC. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance and Financial Services, LLC., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state. For background information, please visit: www.BrokerCheck.com.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

 

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

 

Copyright © 2021 · Victory Wealth Services, LLC. · Terms of Use · Privacy Policy